account_balance

Investment manager · 13F filer · SEC CIK 2047009

Wolfstich Capital, LLC

Reported value$123Mas of Sep 30, 2026
Positions21 5 new, 3 sold out
Top 10 weight91.0%IWM alone is 20%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IWM iShares Tr 19.7% Added +44992%
DFAC Dimensional ETF Trust 19.7% Trimmed −22%
DFAX Dimensional ETF Trust 19.0% Trimmed −18%
DFSD Dimensional ETF Trust 13.6% Trimmed −30%
DUSB Dimensional ETF Trust 7.9% Trimmed −10%
DFUV Dimensional ETF Trust 2.9% Trimmed −42%
MCVT Miller Invt Tr 2.9% New
VIG Vanguard Specialized Funds 2.3% Added +115%
DCOR Dfa Invt Dimensions Group In 1.7% New
DFSU Dimensional ETF Trust 1.5% Held
VTI Vanguard Index FDS 1.4% New
SCHF Schwab Strategic Tr 1.3% Trimmed −23%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • MCVT $3.55M
  • DCOR $2.06M
  • VTI $1.77M
  • DXUV $505K
arrow_upwardAdded
  • IWM +44992%
  • VIG +115%
  • SCHD +8%
arrow_downwardTrimmed
  • DFUV −42%
  • DUHP −33%
  • DFLV −30%
  • DFSD −30%
remove_circleSold out
  • DFCF $14.1M
  • DFGR $393K
  • DFIV $372K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist